TANAH MAKMUR – LAND OF PROSPERITY!!

TANAH MAKMUR – WHAT A PROSPEROUS NAME FOR A PROSPEROUS YEAR OF 2016

We have Selected This Outstanding Palm Oil Stock for The coming El Nino..YES! THE THEMATIC INVESTMENT PLAY FOR YEAR 2016 IS THE UNFOLDING EL NINO!

Last time in www.i3investors.com Calvintaneng First recommended Pm Corp at 15 cents on 20th September, 2013.

The theme was on “Capital Repayment”. At long last Pm Corp has officially proposed a Cash Pay out of 8 cents. Incidentally, Pm Corp share price has gone up to 25.5 cents (Up 70%)

After that Calvin Tan recommended thematic plays

Jaks (Water theme)  on 17/12/14 at 39 cents. Jaks closed at current price of Rm1.24 (Up 217%)

With the Twin Collapse of both  Ringgit & Crude Oil we recommended these thematic plays on Rubber, Plastic due to cheap oil. Furniture stocks due to strong US Dollar. GST as Govt needs money.

Pohuat at Rm1.25. All furniture stocks benefited from strong US Dollar. Pohuat crossed Rm3.80 (Up 200%)

Super Enterprize at Rm1.25. This plastic signage manufacturer was a real super stock! Taken private at Rm3.80 (Up 200%)

And Supermax at Rm1.60. Supermax also crossed Rm3.20 (Up a nice 100%)

And Govt Needs Money due to Collapse of Oil Revenue. So Calvin called for a buy on GST Stocks like My Eg (My Emas Gold) at Rm2.00. My Eg powered past Rm4.00! Up 100%

Then came 11 MP Thematic Stocks due to Sabah Election. Weida at Rm1.60. Weida the neglected stock dropped to a low of Rm1.40 and Calvin stood firm. Then Weida rebounded to Rm1.97 (Up 40%)

Then Ajiya at Rm2.05 as Iskandar’s Condos need lots of glass. Ajiya or A Jumping YA! up over 100% past Rm4.30

After that came Kulim at Rm2.50 (with 2 mammoth housing for Pengerang’s Boom). Ha! Johor Corp is taking Kulim private at Rm4.10 (Up 64%)

As you can see the gains from 40% to 200% Thematic Type of Investments do yield rewarding results if you time it rightly.

Back to our Thematic Stock for 2016 – TANAH MAKMUR (PROSPERITY  POWERED BY EL NINO)

These are the Salient Factors for TANAH MAKMUR

  1. VERY DEFENSIVE ASSETS  HIGH NTA OVER RM5.00. Current NTA stated at only Rm1.03. Calvin Tan Research gave it a minimum Rm5.00 NTA. How?  Let’s go and SEE TMakmur’s Annual Report.

Under KOTA SAS SDN BHD 2 Plots of Lands were listed at 363.62 hectares and 137.7 hectares or 501.32 hectares. The book value of these 501.32 hectares lands are stated at Rm28,123.306

Now what is the price per sq ft?

501.32 x 2.471 (convert to acres) = 1,238.76 acres. And now convert acres to feet = 1,238.76 x 43560 = 53,960,385

And now to get Rm per sq ft divide Rm28,123,306 by 53,960,385  = 52.1 cents psf.

WOW! Theses Prime Lands of KOTA SAS has a Book Value of only 52 cents per sq ft.  And how much per acre? Just multiply 52 by 43560  = Rm22,651 per acre. The current land prices near Kota Sas in Kuantan is Rm340,000 per acre. about 15 times more! So Calvin’s NTA for TMakmur at Rm5.00 is a very conservative figure.

Note: Last time Calvin bought Perak Corp at 60 cents, KPS at 42 cents, BDB at 70 cents, TDM at 90 cents & Johor Land at 95 cents (These were Govt owned like Perak, Selangor, Kedah, Trengganu & Johor) Like TMakmur (Pahang Govt owned) these shares have all gone up from 300% to 1,000% and in the case of Johor Land it was taken private.

2. LOW P/E 10 ONLY FOR A PLANTATION STOCK.

EPS is 14.5 cents. And Price is an undemanding Rm1.40. Last time Palm Oil Stocks like Gloves were valued at 20 P/E. If El Nino returns in Full Force Analysts might do a rerating of Plantation counters to P/E 20. So the adjusted price for TMakmur will rise to Rm2.80. Will future analysts give a target price of Rm2.80 for TMakmur?

3) VERY HIGH DIVIDEND OF 8.5%!!!

This Is The Best Dividend Stock among plantations! In fact TMakmur at 12 cents dividend (8.5% Yield)  is The Second Best Stock in All of KLSE after Tasek at 9,64%

These are the Top 12 Dividend stocks in Bursa currently (As reported by EdgeDaily)

1  Tasek Corporation……………………..9.64%

2  Star Publications……………………….7.76%

3  Perstima……………………………………..7.10%

4. CCM Duopharma…………………….7.03%

5  Classic Scenic…………………………..6.5%

6  Hai-O Enterprise…………………….6.44%

 

7  Berjaya Sports Toto………………6.03%

8  CYL Corporation……………………5.85%

9  Panasonic Manufacturing……5.77%

10  Amway Holdings…………………5.71%

11  UCHI Technologies……………..5.68%

12  BAT…………………………………………5.63%

A cow for its milk;

bees for their honey.

And a share by golly;

for its dividend.

YES! TMAKMUR at 8.5% Dividend Is the 2nd Highest Dividend Paying Stock in KLSE After Tasek Cement

No wonder Insiders are Buying and Buying TMakmur Shares.

And Eastspring Investment is Top 26  share holders of TMakmur with 2.6 million shares.

THIS IS IT!

TANAH MAKMUR – THE LAND OF PROSPERITY.

 

Noteworthy Notes:

Just before the collapse of Asian Financial Crisis in 1997 The Remisier King Peter Lim of Singapore sold off all his shares and bought only one counter – WILMAR. Peter invested $10 millions in Wilmar and sold it years later for $1.4 BILLIONS (Up a Whopping 1,400%)

WILL TANAH MAKMUR BRING SUCH PROSPERITY TO ALL ?

Hmmmm?

LET’S WAIT AND SEE!!!

 

JAYA TIASA – THE PLANTATION STOCK WITH DEEP INTRINSIC VALUE

Last year Calvin Tan called for a sell on All O & G and plantation counters due to the impending Flood of Shale Oil into world markets – hammering both Crude Oil & Vegetable Oils.

It was a timely warning indeed! Both Oil & Gas Stocks Plus Palm Oil Related Stocks like  Jaya Tiasa crashed 50% to 70%!!

At this time of posting Crude Oil is still in danger of falling due to OPEC’s relentless pumping of Crude in a world Flooded with Mineral Oil.

Why the Bullishness on JTiasa then?

Since Palm Oil is used in Food unlike Crude Oil its Use Is A Growing Necessity!

Our Cooking Oil is derived solely from vegetable & animal oil fats.

We used Palm Oil in ice cream, biscuit, planta, butter, cake icing, cream, pie,  chocolates, nutela spread, pizza and a thousand daily food products.

Our teh tarik has zero milk but just plain oil palm substitute.

Our soap and shampoo are also made from Palm Oil while Crude oil is only made into detergent.

So we like it or not Palm Oil will be a staple product as long as human lives exist on planet earth.

And JTiasa has thousands and thousands of Oil Palm Trees now maturing.

THE EL NINO EFFECT

This year China Fishery already gone bankrupt due to the dwindling catch of fish in Peru due to the lack of fish caused by the El Nino phenomenon. And now Soy Bean Harvests Have been hit hard –  pushing up Soy OIl Prices & Lifting Up Palm Oil Prices as a result!

As J Tiasa has fallen from its peak by 60% I think it won’t fall another 60% from here.

JTiasa has Rm500 Millions debt. So what? JTiasa has Over Rm1.5 BILLIONS IN ASSETS! And About RM1 BILLIONS ARE LISTED AS BIOLOGICAL ASSETS. THESE ASSETS ARE STILL GROWING & GROWING IN VALUE ALL THE TIME.

So Calvin Tan Research is Calling a Strong Buy on Jaya Tiasa at this Great Bargain Price of Rm1.19.

JTIASA NOW QUALIFY AS A VALUE BUY SELLING AT 30% DISCOUNT TO NTA.

YES! THESE LANDS OF JTIASA WILL BE EVEN MORE VALUABLE WITH THE OPENING UP OF THE PAN BORNEO HIGHWAY

 

CHEERS!!

 

REGARDS,

CALVIN TAN

 

NOTE: WHILE CALVIN TAN RESEARCH IS CALLING FOR A STRONG BUY ON JTIASA CALVIN IS ALSO ISSUING A CONTRARIAN CALL TO SELL FOCUS LUMBER BERHAD.

 

JTIASA HAS CRASHED BY 60% WHILE FOCUS LUMBER HAS RISEN BY MORE THAN 100%

FROM HERE CALVIN THINKS JTIASA WON’T FALL ANOTHER 60% NOR WILL FOCUS LUMBER GO UP BY ANOTHER 100% AGAIN. SO JUST WATCH CALVIN PREDICTION IN COMING MONTHS AND YEARS